Our Services

Get your accounts in order today. Serving businesses across the USA.

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“On Track” Report

Monthly reports only happen twelve times a year, and this doesn’t allow for optimal reaction opportunity when a business needs to make imperative adjustments to increase profit and decrease waste. As your advocate, I will evaluate your business situation and create a customized weekly report that outlines key information — including prime spending and costs — enabling you to make the necessary changes quickly.

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For content only, format may vary depending on software

Sales

Custom detailed sales reports formatted to meet your business’s specific needs sent to you weekly.

Accounts Payable

Invoices and vendor statements are processed, reconciled and/or paid weekly.

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For content only, format may vary depending on software

Accounts Receivable

Generate invoices, manage account statements and reconciliations so you get paid.

Checkbooks

Balanced and updated every week so you know how much money you have to work with in the coming week.

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For content only, format may vary depending on software

Credit Card & Bank Statements

Reconciled and evaluated each month to confirm accuracy and settle any discrepancies.

Payroll Entry

The entering of employee earnings, benefits, taxes, etc. from your payroll service provider into your books.

Profit & Loss

Clear and concise monthly report that provides you with the information needed to operate at a successful and efficient level or to make the necessary changes to take your books from red to green.

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For content only, format may vary depending on software